by Adam Carey | Jun 22, 2017 | Salesforce CRM
“While there are many factors that affect long-term success of an AMS, one underlying factor is user adoption. User adoption reflects how well (or not) the staff takes to using the new database.” -Wes Trochlil, Association Consultant Using Salesforce? Trailhead Is...
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by Adam Carey | Jan 20, 2014 | Salesforce CRM
Do you have daily, weekly, bi-weekly or monthly reports that are each run manually, printed and distributed to your team or director? If so, you can save hours a week leveraging one of the most powerful features of Nimble AMS and the salesforce.com platform: Scheduled...
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by Adam Carey | Jul 30, 2013 | Trending Topics
Let’s review the process to refund credit card purchases in Nimble AMS–one of our favorite questions during implementations. Whether it’s an event cancellation, an accidental overpayment on an invoice or a merchandise return, credit card payment...
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by Adam Carey | Apr 19, 2013 | Salesforce CRM
The other day I was working with a client who needed to log an activity for a contact record, and it wasn’t a “call.” Staff was confused by the “Log a Call” button. Although it’d be great to simply update this button’s label...
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by Adam Carey | Oct 28, 2011 | Trending Topics
There is one word many organizations shudder at when they hear it: change. Whether it’s implementing a new management system, a new website, or upgrading existing products, association staff is very concerned with how change will impact network...
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